Great day at the 2026 Exit Planning Exchange (XPX) Tri‑State Summit in NYC – a sold‑out event with ~125 attendees and, as always, a terrific room filled with local advisors. Carter Morse & Goodrich was proud to be part of the program. CMG Partner Terence Hannafin delivered the opening remarks to kick off the day […]
Republished from Hartford Business Journal by Harriet Jones Family-owned businesses are a huge part of the U.S. economy, by some measures representing between $10 trillion and $14 trillion in economic activity. But a lot of data also suggests this mainstay of the economy is in the midst of a step change as an increasing number […]
Natural Products Expo West 2026 highlighted several trends shaping the future of the food and beverage sector, from the continued rise of functional hydration to growing demand for protein-forward snacks and increased innovation in private label products. In his latest update, Ross Colbert, Managing Director and Head of Food & Beverage Investment Banking at Carter […]
CMG’s Ramsey Goodrich and Terence Hannafin attended the Smart Business Dealmakers Conference in Boston last week. It was great to reconnect with several old friends throughout the deal community and make a bunch of new connections! Thank you again to Lee Koury and the Smart Business team for pulling together an outstanding group of speakers […]
Selling a business is often a “once in a lifetime” event. In this conversation with The M&A Advisors’ M&A TV, CMG Managing Partner Ramsey Goodrich shares perspectives on how founder-led businesses should think about preparation, positioning, and timing in today’s M&A market. Ramsey also discusses the coming “tsunami” of business transitions as a generation of […]
At CMG, our Senior Advisors play a vital role in our engagements with founder-led and family-held businesses pursuing their ‘once in a lifetime’ transaction. The leadership skills, operational experience and industry insights of our Senior Advisors help CMG deliver thoughtful, practical advice in every stage of a transaction from planning and preparation all the way […]
The 2026 AHR Expo was held February 2–4 in Las Vegas, drawing more than 53,000 HVAC professionals to the Las Vegas Convention Center. Our primary takeaway? Wear comfortable shoes – we logged over 15,000 steps per day navigating three expansive exhibit halls. Beyond footwear strategy, a few notable industry observations worth highlighting: 2026 HVAC Outlook […]
CMG enjoyed another successful year in 2025, celebrating many successful outcomes for our clients, several new additions to our team and our continued growth. We look forward to 2026 with even more enthusiasm and excitement.
CMG’s Managing Director and Food & Beverage leader, Ross Colbert, will be attending Natural Products Expo West from Tuesday, March 3rd through Friday, March 6th. Natural Products Expo West is the world’s leading natural, organic, and healthy products event, bringing together innovators, brands, and industry leaders from across the sector. If you plan to be […]
The Year of The Horse is here! Middle market dealmakers had little to celebrate in Q4 ’25 as macroeconomic uncertainty continued to dampen M&A activity. The Year of The Horse has arrived, bringing renewed optimism for economic growth and increasing consumer confidence. U.S. consumer sentiment weakened in the Dec-Jan period as concerns about higher foods […]